Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Hi @Ted,
Some folks use the calendar; however, I use a twist put on the calendar and that is my market barometer and equity weighting matrix to assist me in when to throttle up (or down) my equity allocation.
I have written about my system often a…
Hi @golub1,
I have three hybrid sleeves and with this I just decided to post a description of my sleeve management system along with current holdings which includes area allocations as of April 1, 2017. This does not include the seasonal revision …
An interesting article for the "Sell in May" crowd like myself that use the strategy as part of my investment plan and have for a good number of years. I have bookmarked it for future reference.
One of the primary reassons that I have been a big f…
Hello @ep1,
THOAX ... Thornburg Global Opportunities Fund is a focus fund that I have owned for better than five years and seeks investment opportunity worldwide holding somewhere between 30 to 40 stocks. It is split about evenly between domestic …
It is that time of year when many investors dial down their equity allocation and raise their fixed income side of their portfolio if they play the traditional seasonal investment strategy known as "Sell in May and Go Away." Throw in the current ge…
Old_Skeet is still with his call of the S&P 500 Index reaching sonewhere around 2475 sometime during 2017. Thus far the Index climbed to a closing high of around 2396 on March 1st.
This call was contained in a post by MJG titled "Blind Forecas…
United really botched this ... Even before they began the boarding process United knew they needed seats to move a crew and with this should have secured the crew seats before they let any paying customers board and securing their seat with their pr…
Over the past couple of weeks I have watched the yield on the US 10 Year move from about 2.5% to 2.25%. This is quite a move over the past two week period and with this I have now backed off of buying in the income area of my portfolio but might ad…
Good morning,
Over the past couple of weeks I have watched the US 10 Year move from a yield of about 2.5% down to about 2.25%. That's quite a move and with this I have backed off of buying in the income area of my portfolio; but, might continue to…
By my math the S&P 500 Index is down form its 52 week closing high by about 2.1%. I'm thinking we have a ways to go before blood strats running in the streets with margin calls that investors can't meet and their positions get sold out. Today …
LPEFX has been one of Old_Skeet's holdings for now better than five years with an average annual return, for me, of around 15%. I hold this fund in the specialty sleeve found in the growth area of my portfolio.
Hi @MikeM,
Another perspective.
Sometimes, I have found it pays to buy when they look ugly. Currently, TEQIX, a five star fund, is out of step with the other two funds held within its sleeve CAIBX and TIBAX; however, I have not kicked it to the c…
Here is something to think on and what I have done and I am currently doing when I buy a fixed income. Leading up to a FMOC meeting where interest rates are expected to be increased most fixed income funds drop in value; however, because there is s…
SPECX is Old_Skeets largest holding in the growth area of my portfolio and has been for a good number of years. Indeed, it has been a good fund through the years. However, there are other good large cap growth funds as well. Some that I follow ar…
Hi @Catch22,
Everyones situation is different along with their philosophy of how to do things (which often differ).
By taking the ira distribution now and paying the taxation leaves a good sum that can be re-invested outside of the ira. By invest…
Hi @PRESSmUp,
I started withdrawals from both mine and my wifes self directed ira accounts in the years when we turned 66.5. I did this not because we needed the money but for a couple of reasons. 1) By starting before RMD's kicked in we were abl…
Sometimes, investing is much like the weather. At times the sun can be out with a nice blue sky along with the temperature in the mid 80's and calm winds ... and, here comes a solar votrex that disrupts communications, travel and other things.
Wit…
Hi Hawk,
I'm thinking back years now ... and, I had to file a return on my son because of the amount of his unearned income. With this, I located an article that covers what tax payers must do. Scroll down to you come to dependents and also other…
I feel as though I'll be selling more equities reducing my allocation to them before I become a buyer of equities. My stock market barometer and equity weighting matrix is not reflecting good value is currently present. It will be interesting to s…
In short words ... I'd sit. One can never know where the hot money crowd will venture. And, I am looking for real estate to perform well as landlords can usually raise rents in a rising interest rate envirnoment. Currently, I have about 5% of my …
@Willmatt72,
I have owned BAICX for the past couple of years and I am pleased with its performance along with its ability to position. I hold BAICX in my income sleeve. I also kicked NWQAX to the curb a few years back due to its high volatility f…
Hi @bee,
The only cash like investments I have are CD's which are a form of time deposits. I use to have some money market funds that had one day settlement; but, due to the issues that now center around them I hold only FDIC insured deposits or s…
Folks,
For what it is worth ... I harvest capital gains (from time-to-time) and raise cash as a standard operating procedure. Better to do this rather than to see them get vaporized in a strong market downdraft. Now, it is not to say I go all in …
First things first ...
@JoJo26,
Yes indeed I find a good number of spelling errors in my writting this is due in part to, at times, a sticking key board and coming form the deep south plus a little European background. Perhaps, I'll upgrade my ta…
@JoJo26,
Going back to your statement ... "Timming the market is a fools game."
This is not so much about what I personally have done it is what others and their timing strategies have done. You have provided nothing that substaniates or backs up…
@JoJO26,
Don't have to. Those that have followed my post on the board through the years know of my calls. What is at hand though is for you to now prove long term market timming strategies don't work. Are you up to it?
Years back when I starte…
@JoJo26,
Well, it was my thought that this would be something that would be hard for you to prove that market timing was a fools game because there is great evidence that some long term market timing strategies do work.
To view these strategies cl…
@JoJo26 ... I'm asking you to provide some supporting data to posture your comment "Timming the market is a fools game." Please provide some supporting material that postures your comment. Are you talking about going all in and then all out? Or, …
Hi all ...
Over the coming weeks, I have decided to continue to sell down my equity towards a lower allocation range and raise cash as I unwind my seasonal investment positions over going the long/short route.
Even if you find a good active manager .... How do you determine if it is a good time to put money into the market where good expected value can be had?
Something to think on? Yes.
Good morning.
Today is Saturday March 25th.
The weekly closing reading on Old_Skeets market barometer was 146 putting it just barely in the fair value reading area. For the past four weeks the barometer has had weekly closing readings of 135, 144…
Yep, with a good number of us on the board now in retirement I'm thinking that would be a good idea. Bob C has been writting on this subject as a monthly topic in David's monthly newsletter for the past couple of months. For me, I'm thinking I am …
Hi @Junkster,
About those two funds? (Please tell us more).
I have an engineer buddy that our friendship dates back to our high school days. Through the years he trimmed down to two funds. A stock index fund and a bond index fund; but, he thrott…
Hi @Junkster,
I learned along time ago ... Happiness comes form within and that is something money can't buy. Some folks need more than others to retire. 2.2 mil is a lot by some standards and not so much by others ... perhaps they feel they need…
Hi @VintageFreak,
Thanks for making comment.
I'm thinking it is important for ever investor to have some sort of system to in some way they can measure the markets. The system I use is a hybrid system of what my late father used. I first had it …
